Insightly Review

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Last updated: Aug 23, 2019

Insightly Review

ITQlick rating
(4/5)

Starting from $29 per user/month

Insightly is a cloud-based customer relationship management and project management solution designed for small and medium-size businesses. The solution core features include lead management, project management,...

  • Categories (4/21):

    • Channel Management
    • Complaint Management
    • CRM
    • Customer Engagement

Shlomi Lavi / updated: Aug 23, 2019

What is Insightly?

Insightly is a cloud-based customer relationship management and project management solution designed for small and medium-size businesses. The solution core features include lead management, project management, and contact management solution and more.

The solution helps the users build relationships, accelerate sales, generate quotes and deliver projects and more. It integrates with several third-party apps including Gmail, Outlook plugins, Xero and Microsoft Office 365 and more.

Project management feature helps the user manage projects and delivery, track milestones, manage processes as well as integrate with external systems to ensure there is on-time project delivery. The user can benefit from the customer relationship feature to grow strong relationships with their customers as well as improve sales. It offers contact management, lead management, email tracking, and call management capabilities.

Average Rating -

The rating of Insightly is 4 stars out of 5. The rating is based on ITQlick expert review.

Typical Customers

Insightly was designed specifically with small businesses in mind: businesses with few sales, and small number of customers and employees. That said, when taking into account the simplistic approach in the design, integration with Google apps, and the rapid development of new features, the tool ended up becoming valuable to even medium-sized businesses that have more employees and a bigger number of customers.

Freelancers, non-profit organizations and mid-size businesses will surely see the use of Insightly invaluable. This CRM service could be ideal for growing companies in industries like accounting, outsourcing, education, grocery, manufacturing, technology and real estate.

Companies currently using this service are Iron Horse Brewery, Centercode, Warwick Mills, Acumen Learning, BECA, Blue Lake Off-Road, BrightHill Group, Cariad Marketing.

Features

Insightly can help you improve your relationship you have with your customers by allowing you to properly organizing data collected from them in a way that allows you to better understand their situation. With the Built-in project management functions, tasks and milestones can bet set to interact with customers, following a particular agenda with the ultimate goal to eventually make a sale.

This cloud based software allows tracking opportunities and better management of your marketing campaigns aimed at automating and even increasing sales.

Insightly 5 Pros

  • Insightly includes "out of the box" Gmail integration
  • Insightly supports most portable devices and tablets
  • Free subscription option available
  • Insightly offers video tutorials
  • Insightly supports Latin American Spanish, Portuguese, French and German

Insightly 2 Cons

  • Insightly can only be used online
  • Slow performance at times

Competitors & Alternatives

The two main competitors of Insightly include Thryv and Firepoint. Thryv is a cloud-based customer relationship management solution which is similar to Insightly. Thryv caters to small businesses and in comparison, Insightly caters to small and medium-size businesses.

Thryv is a product of Thryv which is based in the United States but Insightly is the vendor of Insightly which was founded in 2010 and based in the United States. Thryv offers support online, during the business hours and via a 24/7 live rep but Insightly offers support online and during the business hours.

Both Thryv and Insightly training is via documentation, webinars and live online. Firepoint is a cloud-based customer relationship management solution just like Insightly. Firepoint caters to real estate businesses in small and midsize businesses but Insightly caters to small and midsize businesses in different sectors.

Firepoint vendor is Firepoint which was founded in 2014 in the US but Insightly is the vendor of Insightly which was founded in 2010 and based in the United States. Both Firepoint and Insightly offers support online and during business hours. Insightly offers training via documentation, webinars, and live online whereas Firepoint offers training via documentation, webinars, live online and in-person.

Insightly Pricing Information

The cost of license starting from $29 per user/month. The experts at ITQlick has reviewed Insightly pricing and gave the software a total cost of ownership (TCO) rating of 2 out of 10. Custom price cost for your business is available upon request.

Questions to ask the vendor during a demo

Schedule a demo and access 25 must ask questions for the vendor while watching Insightly in action

Is it the right software for you?

Insightly caters to small and midsize businesses. It caters to different industries including construction, consulting, manufacturing, retail, software & technology, professional services, advertising & media and education and more.

Insightly Categories

Channel Management
Complaint Management
CRM
Customer Engagement
Customer Service
Lead Generation
Mac CRM
Mobile CRM
Online CRM
Project Collaboration
Real Estate CRM
Small Business CRM

Specifications

Company:
Address: San Francisco, CA
Website:https://www.insightly.com/
Customers: Small business, Medium business, Large business
Business Area: Customer service, Project Management, Sales management
Platforms: Desktop, Mobile, Cloud
Operating Systems: Mac OS, Windows, Linux

Insightly Features

Collaboration
Marketing Automation
Sales Automation
Calendar Management
Custom User Interface
Customizable Fields
Inventory Management
Lease Administration

Insightly Vs. Alternatives

ITQlick rating ITQlick Rating is based on the software score (below) and aggregated online reviews
ITQlick score ITQlick Score is a 1 to 100 score, based on pricing, and functionality Vs. alternative solutions
Pricing score pricing Score is a 1 to 10 score, based on the TCO (cost of licences, customizations, training, hardware when relevant) Vs. alternative solutions
License pricing license pricing (if provided by the software vendor)
Hosting
Functionality score
Fit small business
Fit medium business
Fit large business
Software review
Compare
Insightly
ITQlick rating ITQlick Rating is based on the software score (below) and aggregated online reviews
ITQlick Score
87/100
Pricing score Pricing score ranges between 1 to 10 while 1 is low TCO and 10 is high TCO (TCO - total cost of ownership: cost of licences, customizations, training, hardware when relevant) Vs. alternative solutions
2/10
License pricing license pricing (if provided by the software vendor)
$29 per user/month
Hosting
On premise and Cloud
Functionality score
29
Fit small business
Fit medium business
Fit large business
Software review
NetSuite
ITQlick rating ITQlick Rating is based on the software score (below) and aggregated online reviews
ITQlick Score
98/100
Pricing score Pricing score ranges between 1 to 10 while 1 is low TCO and 10 is high TCO (TCO - total cost of ownership: cost of licences, customizations, training, hardware when relevant) Vs. alternative solutions
7/10
License pricing license pricing (if provided by the software vendor)
$129 per user/month
Hosting
On premise and Cloud
Functionality score
28
Fit small business
Fit medium business
Fit large business
Software review
Base
ITQlick rating ITQlick Rating is based on the software score (below) and aggregated online reviews
ITQlick Score
98/100
Pricing score Pricing score ranges between 1 to 10 while 1 is low TCO and 10 is high TCO (TCO - total cost of ownership: cost of licences, customizations, training, hardware when relevant) Vs. alternative solutions
2/10
License pricing license pricing (if provided by the software vendor)
$25 per user/month
Hosting
On premise and Cloud
Functionality score
29
Fit small business
Fit medium business
Fit large business
Software review
NeonCRM
ITQlick rating ITQlick Rating is based on the software score (below) and aggregated online reviews
ITQlick Score
97/100
Pricing score Pricing score ranges between 1 to 10 while 1 is low TCO and 10 is high TCO (TCO - total cost of ownership: cost of licences, customizations, training, hardware when relevant) Vs. alternative solutions
4.8/10
License pricing license pricing (if provided by the software vendor)
$49 per user/month
Hosting
On premise and Cloud
Functionality score
10
Fit small business
Fit medium business
Fit large business
Software review
amoCRM
ITQlick rating ITQlick Rating is based on the software score (below) and aggregated online reviews
ITQlick Score
96/100
Pricing score Pricing score ranges between 1 to 10 while 1 is low TCO and 10 is high TCO (TCO - total cost of ownership: cost of licences, customizations, training, hardware when relevant) Vs. alternative solutions
2.6/10
License pricing license pricing (if provided by the software vendor)
$15 per user/month
Hosting
On premise and Cloud
Functionality score
10
Fit small business
Fit medium business
Fit large business
Software review